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Wealth Management Specialist

2 months ago

Portsmouth, Virginia, United States Eastern Bank Full time
{"Job Title": "Wealth Advisor- NH", "Job Description": "Job Summary

As a Wealth Advisor at Eastern Bank, you will oversee the general administration of client relationships and perform a wide variety of responsibilities related to serving clients. You will manage all administrative aspects of a portfolio of Wealth Management accounts.

Key Responsibilities
  • Manage assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
  • Assist clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services, as authorized; take a lead service role with certain clients.
  • Oversee the set-up of new clients within the portfolio on the trust accounting system to ensure accuracy of mailings, tax reports, and statements, and account information.
  • Identify and escalate opportunities for process improvement.
  • Assist, as requested, with business development opportunities.
  • Engage with other lines of business within the Bank to fully serve clients' financial needs.
  • Participate in required annual Administrative Reviews of accounts.
  • Provide expertise, guidance, and skill development support to other team members.
  • May directly supervise the work of Client Service Associates and/or Senior Client Service Associates.
  • Perform additional duties, as assigned.
Qualifications
  • Bachelor's degree in business, finance, or a related field. An MBA is preferred.
  • Ability to generate net new business is a plus.
  • Completion of a multi-year Trust School program is preferred.
  • Certified Trust & Financial Advisor (CTFA) designation is preferred.
  • Minimum 7 years' experience in financial services, including 4 years of direct client management.
  • Proven analytical and decision-making skills, with effective problem resolution.
  • Excellent communication skills, both verbal and written, including proper business letter and email writing.
  • Excellent client service skills.
  • Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
  • Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
  • Attention to detail.
  • Positive attitude, team player, and willingness to accept new assignments and pitch-in.
  • Valid driver's license.
Working Conditions/Physical Demands
  • Normal office environment.
  • Frequent sitting and standing at a desk.
  • Heavy keyboard use.
  • 10% - 15% driving time.
  • Hybrid Role.
"}